Broadhurst Jeffrey B
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$97.6M
Q ending 2026-03-31
Prior quarter
$96.3M
Q ending 2025-12-31
Change
+1.3% QoQ
Positions
41
reported holdings
Largest positions
All 41 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional U.S. Equity Market Etf | DFUS | Shares | $16.0M | 226K |
| Dimensional Etf U.S. Core Equity 2 | DFAC | Shares | $10.0M | 257K |
| Dimensional U.S. Small Cap Etf | DFAS | Shares | $9.2M | 129K |
| Dimensional Us Sustainability Core | DFSU | Shares | $6.9M | 168K |
| Dimensional U.S. Targeted Value Et | DFAT | Shares | $4.9M | 78K |
| Dimensional International Core Equ | DFAI | Shares | $4.0M | 103K |
| Dimensional International Small Ca | DFIS | Shares | $3.2M | 95K |
| Dimensional Short-Duration Fixed I | DFSD | Shares | $2.9M | 61K |
| Dimensional World Ex U.S. Core Equ | DFAX | Shares | $2.9M | 85K |
| Dimensional Inflation-Protected Se | DFIP | Shares | $2.8M | 66K |
| Dimensional International Value Et | DFIV | Shares | $2.7M | 50K |
| Dimensional Global Sustainability | DFSB | Shares | $2.3M | 45K |
| Dimensional Core Fixed Income Etf | DFCF | Shares | $2.3M | 55K |
| Dimensional International Sustaina | DFSI | Shares | $2.2M | 53K |
| Dimensional Emerging Core Equity M | DFAE | Shares | $2.1M | 63K |
| Dimensional National Municipal Bon | DFNM | Shares | $2.1M | 45K |
| Dimensional Global Credit Etf | DGCB | Shares | $2.0M | 38K |
| Dimensional International Core Fix | DFGX | Shares | $2.0M | 39K |
| Dimensional Ultrashort Fixed Incom | DUSB | Shares | $2.0M | 39K |
| Globus Medical, Inc. Class A Commo | GMED | Shares | $2.0M | 23K |
| Dimensional Us Real Estate Etf | DFAR | Shares | $1.6M | 67K |
| Dimensional Us High Profitability | DUHP | Shares | $1.3M | 36K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $1.3M | 37K |
| Dimensional Emerging Markets High | DEHP | Shares | $1.3M | 39K |
| Dimensional Emerging Markets Susta | DFSE | Shares | $974K | 23K |
| Bitwise Bitcoin Etf | BITB | Shares | $868K | 24K |
| Ishares Bitcoin Trust | IBIT | Shares | $702K | 18K |
| Ark 21Shares Bitcoin Etf | ARKB | Shares | $598K | 27K |
| Dimensional Us Core Equity Market | DFAU | Shares | $588K | 13K |
| Dimensional Emerging Markets Core | DFEM | Shares | $542K | 16K |
| Grayscale Ethereum Staking Mini Et | ETH | Shares | $421K | 21K |
| Synopsys, Inc. - Common Stock | SNPS | Shares | $414K | 1K |
| Apple Inc. - Common Stock | AAPL | Shares | $374K | 1K |
| Fidelity Wise Origin Bitcoin Fund | FBTC | Shares | $365K | 6K |
| Dimensional Global Real Estate Etf | DFGR | Shares | $328K | 12K |
| Amazon.Com, Inc. - Common Stock | AMZN | Shares | $268K | 1K |
| Dimensional International Small Ca | DISV | Shares | $268K | 7K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $242K | 715 |
| Dimensional Us Core Equity 1 Etf | DCOR | Shares | $231K | 3K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $220K | 339 |
| Asp Isotopes Inc. - Common Stock | ASPI | Shares | $44K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.